CFKB00011
CFKB00011
How-to copy existing quote for new Customer.
CyberForms: How-to copy existing quote for new Customer.
SUMMARY
You have an existing quote that you would like to copy for another customer with all the same machine information.
MORE INFORMATION
List known reason for the HowTo
APPLIES TO
Cyberforms 4.10, 4.11, 4.20
SUMMARY
1- Open Cyberforms
2- In Current Activity window, click on the worksheet that you wish to copy for a new customer.
3- When the worksheet is open, on the menu bar, click on "Activity Folders", then choose "Make a copy of this quote for a different customer".
4- The worksheet automatically open.
5- choose the customer that you would like to add to the newly copied worksheet.
MORE INFORMATION
none
How-to copy existing quote for new Customer.
APPLIES TO
Cyberforms 4.10
Cyberforms 4.11
Cyberforms 4.20
|
